#NASDAQ:MU
23 articles with this tag
India's AI Ambitions: $20B Bet Meets Power
India's AI buildout faces 15% NVIDIA price hikes and 2GW campuses as $20B in incentives meets 5-10GW of new compute demand.
Anthropic Revenue Skyrockets, Boosting AI Stocks
Anthropic's preliminary Q2 revenue, in the billions and up 14x year-over-year, is fueling a rally in AI stocks.
LPDDR Shift Redefines AI Data Center Memory
AI inference demands are forcing data centers to adopt mobile LPDDR memory to slash power use and beat thermal limits.
AI Memory Infrastructure Shift Hits Inference
Inference and agentic workloads are driving AI spend toward memory bandwidth as data center power limits cap compute expansion.
AI Spending Jitters Grip Chip Stocks
Chip stocks like Micron reel from AI spending jitters, while space infrastructure startup Nebex aims to modernize the burgeoning space economy.
AI Chip Stocks: Opportunity Amidst Volatility, Says JoAnne Feeney
Capital management advisor JoAnne Feeney sees opportunity in AI stock pullbacks, favoring infrastructure providers like Nvidia over memory companies like Micron.
Chip Stocks Tumble on AI Spending Worries, Netflix Earnings Miss
Chip stocks tumbled amid AI spending worries while Netflix reported a revenue miss and cautious guidance, impacting major indices on a day of broad market declines.
AI Stock Rally Falters Amid SK Hynix Selloff, Apple-OpenAI Lawsuit
SK Hynix shares tumble, Apple sues OpenAI, and FCC Chair Carr discusses space tech and AI on Bloomberg Tech.
Meta Introduces Paid AI Models, Bernanke Joins Anthropic Trust
Meta introduces paid access for its AI models, former Fed Chair Ben Bernanke joins Anthropic's AI trust, and Micron invests $3 billion in US semiconductor supply chains.
Micron Surges on AI Chip Report, Meta and AstraZeneca Dip
Micron's stock rises on AI chip production news, while AstraZeneca dips due to drug trial results and Meta falls on AI pricing reports.
Micron, SK Hynix Expand Amid AI Boom; Meta Monetizes AI
Micron plans $250B US plant investment, SK Hynix launches record US share sale, and Meta monetizes AI with paid model tiers.
Mag 7 Loses Market Swagger as AI Spending Shifts
The 'Magnificent 7' stocks are losing their market luster as AI investment shifts to semiconductor companies driving infrastructure growth.
AI Stocks Rebound, OPEC+ Boosts Production
Bloomberg Money Minute reports on the rebound in AI stocks, led by tech giants and semiconductors, and OPEC+'s decision to hike oil production.
AI Race Fuels Fears of Crowded Trading
Brian Belski of Humilis Investments discusses how the AI race is fueling fears of crowded trading and how investors should navigate the widening gap between software and semiconductor stocks.
AI Memory Chip Costs Spark Asian Tech Stock Sell-off
Asian tech stocks face pressure as AI memory chip costs surge, driven by high demand for HBM. Apple's price hikes reflect this trend.
Micron, Qualcomm Rally on AI Boom, Businessweek Reports
Micron and Qualcomm stocks are surging as AI demand drives forecasts for memory and data center chips, according to Bloomberg Businessweek Daily.
Micron Soars on AI Demand, Surpasses Expectations
Micron Technology's stock surged after its AI-driven forecast beat expectations, highlighting strong demand for its memory solutions in the booming AI sector.
Micron Shares Surge on AI Demand, Apple Hikes Prices
Bloomberg Money Minute reports Micron shares surging due to AI demand, while Apple raises Mac and iPad prices citing AI-driven memory chip shortages.
Business Warns UK, Europe Faces NATO Pitch
UK businesses warn of a breaking point, NATO pushes for increased defense spending, and Micron forecasts strong AI chip demand.
AI's Impact on Memory Demand: A Less Cyclical Future
Celine Woo of Lazard Asset Management discusses how AI is making memory demand less cyclical, creating sustained growth opportunities for tech companies.
Micron's AI-Driven Earnings Ambitions Face Market Scrutiny
Micron's upcoming earnings are crucial as the market scrutinizes AI's impact on the semiconductor sector.
D-Matrix Claims 10x AI Speed Advantage Over GPUs
D-Matrix unveils its new 'Corsair' AI chip, claiming a 10x speed advantage over GPUs for AI inference by integrating SRAM directly onto the chip.
Pony AI Soars, Autozone Dips, Micron Gains on UBS Target Hike
Pony AI's stock is rising, Autozone is sliding, and Micron gains after UBS raises its price target, according to Bloomberg's 'Stock Movers' report.